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Integrated Wealth Concepts’s Spire Global SPIR Stock Holding History

Integrated Wealth Concepts’s Portfolio SPIR Stock Details SPIR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-3,250
Closed -$13.4K – 1624
2023
Q2 		$13.4K Buy
3,250
+1,250
+63% +$6.66K ﹤0.01% 1543
2023
Q1 		$11K Buy
2,000
+312
+18% +$2.49K ﹤0.01% 1335
2022
Q4 		$13K Buy
+1,688
New +$16.5K ﹤0.01% 1030

Other funds holding SPIR

DMC
Deer Management Company Larchmont, New York $622M AUM 24.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LG
Lane Generational Dover, Massachusetts $126M AUM 53.89% 1-Year Est. Return
FPM
Francisco Partners Management San Francisco, California $292M AUM 34.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return

Integrated Wealth Concepts's SPIR Position: Q3 2023 in Review

Integrated Wealth Concepts sold out of Spire Global (SPIR) in Q3 2023, closing a stake of 3,250 shares — an estimated $13.4K sold.

Integrated Wealth Concepts first reported a position in SPIR in Q4 2022 and held it in 3 quarters. The position peaked at $13.4K in Q2 2023. 51 funds tracked by Wall St. Rank hold SPIR as of Q3 2023.

  • Integrated Wealth Concepts reported no remaining Spire Global position as of Q3 2023 after selling out during the quarter.
  • Integrated Wealth Concepts sold 3,250 Spire Global shares in Q3 2023, an estimated $13.4K.
  • Integrated Wealth Concepts first reported a position in Spire Global in Q4 2022 and held it in 3 quarters.
  • Integrated Wealth Concepts's Spire Global position peaked at $13.4K in Q2 2023.
  • 51 funds tracked by Wall St. Rank held Spire Global as of Q3 2023.

Based on Integrated Wealth Concepts's 13F filing for Q3 2023, filed 15 Nov 2023.